Jason MaHere’s how a U.S. naval blockade of the Strait of Hormuz could work
President Donald Trump announced Sunday that the U.S. Navy would immediately impose a blockade on the Strait of Hormuz after ceasefire talks with Iran failed to produce a deal. That would…
‘Peak war panic’ will likely hit markets in 1-3 weeks, as Trump balks at ceasefire deal
The S&P 500 is only down 3% so far this year and 5% off its all-time high, still far from reaching bear market territory or even a correction, suggesting investors…
AI is everywhere except in the data, suggesting it will enhance labor not displace workers
Despite hopes for unlocking a new era soaring growth and abundance, AI has yet to manifest itself clearly in macro data, according to Apollo Chief Economist Torsten Slok. In a…
What happens next in Venezuela? The regime’s foundation remains in place after capture of Maduro
President Donald Trump is due to speak later on Saturday, but U.S. Attorney General Pam Bondi said Maduro, who is currently on a Navy ship en route to the U.S.,…
Epstein files: Congressmen say massive blackout doesn’t comply with law and ‘exploring all options’
The Justice Department’s extensive redactions to the Jeffrey Epstein files on Friday don’t comply with the law that Congress passed last month mandating their disclosure, according to Rep. Ro Khanna.…
There’s ‘no evidence’ China is buying all the U.S. soybeans it promised under Trump’s trade deal
With just one and a half months to go before the year ends, China still hasn’t ramped up purchases of U.S. soybeans under a trade agreement made with President Donald…
Oil prices could spike 10% after U.S. attack on Iran — ‘But don’t be fooled, this may not last’
Energy markets are in focus after the U.S. bombed key nuclear sites in Iran, which is a top oil-producing country and in a position to threaten a critical transit point…
Is Iran running out of missiles? Its rate of attack on Israel is already slowing down, think tank says
Iran has launched hundreds of missiles at Israel in response to its expansive air strikes, though not as many as expected. Meanwhile, Israel has targeted Iran’s missiles as well as…
Here’s how the Supreme Court could weaken American exceptionalism in financial markets
The top court’s vote to allow President Donald Trump to remove the leaders of two independent federal agencies has repercussions for financial markets, according a note from Jefferies. While justices…
There’s a ‘buyer’s strike’ on U.S. assets as foreign investors can’t stomach huge deficits anymore, analyst warns
Tepid demand for a 20-year bond auction sent Treasury yields spiking and the dollar tumbling this past week, amid mounting concerns over the federal government’s ability to continue financing massive…
